Update shared job tracker records from service appointments
Update shared job tracker records from service appointments
Your service appointments don’t update the operations workbook, causing duplicates and missing job details. Keep the workbook current so dispatch and billing see accurate job info before crews depart.
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Overview
When appointments don’t flow into your tracker, dispatchers scramble and billing falls behind. This flow keeps your operations workbook current within minutes so crews, dispatch, and billing work from accurate job records before shifts start.